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Hello,
I'm a rather beginner user to Acumatica, but I have an okay knowledge of programming concepts (not sure if this helps at all on this particular request). I'm attempting to create a method for Acumatica to automatically create a report, upload to FTP, and have another service of mine (used for product catalog management) automatically import the file daily for inventory to be updated.
1) First, is it possible to tell Acumatica to automatically generate a file and upload it to an FTP service?
2) Second, is it possible to make this report export in a very specific way? (Excel format, first column SKU, second column Inventory, no other headers, all pertinent information underneath that)
I hope someone can give me a definitive answer on this! Thanks.
You asked two questions and I'm going to answer them in reverse order.
2) Yes, you can pull data in any order and format you want. You have three major tools to work with; a report, a generic inquiry, or an export scenario.
All three options allow you to define the source and structure of your output. However, if you want your data without column headers, I don't think a GI will work as I'm not aware of a way to suppress the creation of a header row.
If you want to schedule the extraction to run on a regular schedule, I believe an export scenario will be most likely option as it is the easiest to schedule.
Getting the exported file to transfer automatically to an FTP site will require either custom programming or the use of a tool like Filezilla. GitHub contains a project titled 'BatchPaymentSFTPProvider' that appears to provide a way to push data directly to an SFTP site. However, this involves customization and is beyond the scope of this user group and WAY beyond my expertise to discuss.
I hope this helps.
Shawn,
Thank you for your replies, although I believe your second (and third) reply wasn't directed toward my issue. I've been attempting to learn out how to do an export scenario most of the morning now, but I keep hitting roadblocks when it comes to data providers / etc. I already have the "Inventory Balance" report in Acumatica, but I just essentially need that report with some columns and the first few rows truncated, but this is quite harder than I expected. Any ideas?
Brandon,
You are absolutely correct. My second response was supposed to post on another topic. Not sure how it posted to this one, much less twice. More on creating a scenario shortly. In the meantime, here is the training guide for integration scenarios. There is a recording of a class taught in June, 2016 on Acumatica Open University that will also provide some help. You can reach the site here: https://openuni.acumatica.com/
Brandon, another idea on this since Export Scenarios can be a pain to work with.
You could create an Excel file that pulls from Acumatica using OData. Then you could use Power Update to automatically refresh the Excel file and publish the result to your FTP folder (it would have to be mapped as a "regular" folder on your computer). You can have Power Update send you an email if the refresh fails. Then, ideally, your product catalog management service would archive the file after it has been imported.
ps. Sorry for the errant postings @shawn-slavin. I deleted them for you. This is the second time that this has happened and it must have to do with the forum software that I'm using although I'm not exactly sure why yet. Definitely something that I am keeping my eye on.
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